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PENSIONBEE GROUP PLC — Investor Relations & Filings

Ticker · PBEE ISIN · GB00BNDRLN84 LEI · 2138008663P5FHPGZV74 IL Financial and insurance activities
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Filings indexed 282 across all filing types
Latest filing 2021-04-27 Major Shareholding Noti…
Country GB United Kingdom
Listing IL PBEE

About PENSIONBEE GROUP PLC

https://www.pensionbee.com/

PensionBee Group PLC is a direct-to-consumer online pension provider. The company's technology platform enables customers to find and consolidate their existing, separate pension pots into a single, manageable online plan. This service simplifies retirement savings by combining multiple pensions, including facilitating 401(k) rollovers into Individual Retirement Accounts (IRAs). PensionBee provides customers with a consolidated view of their retirement funds, digital management tools, and educational content to support informed financial decisions. The platform is designed to enhance user confidence and control over their long-term savings.

Recent filings

Filing Released Lang Actions
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 7844W' and contains the standard boilerplate text indicating it is provided by RNS, the news service of the London Stock Exchange, approved by the FCA. The content itself is a 'TR-1: Standard form for notification of major holdings' concerning Romi Savova's acquisition of voting rights in PensionBee Group PLC. This type of mandatory disclosure regarding changes in significant share ownership thresholds fits the definition of Major Shareholding Notification (MRQ). Although it is an RNS filing, MRQ is the more specific category for this content type.
2021-04-27 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is clearly identified as a 'TR-1: Standard form for notification of major holdings' submitted to the issuer (PensionBee Group PLC) and the FCA. Section 2 explicitly marks 'An acquisition or disposal of voting rights' with an 'X'. Section 7 details the resulting situation, showing a total voting rights percentage of 5.98%. This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification (MRQ). Although it is a regulatory filing (RNS), MRQ is the more specific category for TR-1 forms reporting major holdings changes.
2021-04-27 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is titled "Notification of Transactions by Persons Discharging Managerial Responsibilities (PDMR)" and details share acquisitions by Directors and Senior Managers following option exercises and participation in a Customer Offer. It explicitly states that the notification is made in accordance with Article 19 of the UK Market Abuse Regulation and includes detailed transaction forms for each PDMR. This content directly corresponds to the reporting requirements for insider trading or director/executive share dealings. Among the provided codes, "Director's Dealing (Code: DIRS)" is the most specific match for reporting personal share transactions by company directors and executives.
2021-04-26 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is a short notification (2677 characters) issued via RNS (Regulatory News Service) on April 26, 2021. It explicitly states the 'Total Voting Rights' of the company, referencing DTR 5.6.1 (Disclosure Guidance and Transparency Rules). This type of announcement, which provides a specific regulatory figure (total shares/voting rights) that shareholders use as a denominator for disclosure calculations, is a standard regulatory filing. While it relates to share capital, it is not a formal share issue (SHA) or a transaction in own shares (POS). It is a mandatory disclosure required by the FCA/LSE rules. Given the nature of mandatory, periodic regulatory updates that don't fit a more specific category like ER, 10-K, or DIV, and the fact that it is distributed via RNS, the most appropriate classification is RNS, as it is a general regulatory announcement.
2021-04-26 English
Admission to Trading on the London Stock Exchange
Report Publication Announcement Classification · 99% confidence The document is identified by the RNS Number (5080W) and the header 'RNS Number : 5080W' and the footer stating 'This information is provided by RNS, the news service of the London Stock Exchange.' This indicates a regulatory announcement via the London Stock Exchange's Regulatory News Service. The content discusses the Admission to Trading on the London Stock Exchange following an Initial Public Offering (IPO) and a block admission application for shares. This is a formal regulatory announcement concerning capital structure/listing events, but it is not a comprehensive report (like 10-K or IR). Since it is a general regulatory announcement disseminated through RNS, and it doesn't fit perfectly into CAP (Capital/Financing Update, which usually details the terms of the financing itself) or SHA (Share Issue/Capital Change, which is more about the mechanics post-decision), the most appropriate general category for a formal, non-periodic regulatory news service release is RNS, the fallback for miscellaneous regulatory filings. Given the specific nature of the announcement (IPO admission), it could also be argued as CAP, but RNS is the mechanism of delivery and a valid classification for such notices.
2021-04-26 English
Pricing Statement
Share Issue/Capital Change Classification · 98% confidence The document is a 'Pricing Statement' related to an offering of Ordinary Shares by PensionBee Group plc, referencing a previously published 'Prospectus' dated 12 April 2021. It details the offer price (165 pence per share), the number of shares being offered (New Shares and Existing Shares), and the expected admission to trading on the High Growth Segment of the London Stock Exchange. This content is directly related to a capital raising or share issuance event, specifically an Initial Public Offering (IPO) or a significant secondary offering, which involves the issuance of new capital and the sale of existing shares. Reviewing the definitions: - 10-K: Annual report, not applicable. - ER/IR: Earnings/Interim reports, not applicable. - DIV/NAV: Dividend/NAV announcements, not applicable. - DIRS/MRQ: Insider trading/Major shareholding, not applicable. - The core activity described is the offering and admission of shares, which falls under Capital/Financing Update (CAP) or Share Issue/Capital Change (SHA). Since the document explicitly details the offer of 'New Shares' and 'Existing Shares' at a specific price in connection with an admission to trading, it strongly aligns with 'Capital/Financing Update' (CAP) as it covers the fundraising/offering mechanics, or 'Share Issue/Capital Change' (SHA) as it involves the issuance of new shares. Given the context of an IPO/offering where the primary focus is the transaction structure and pricing, 'CAP' (Capital/Financing Update) is a very strong fit, as is 'SHA' (Share Issue/Capital Change). However, 'CAP' often encompasses the entire offering documentation context (like a pricing supplement to a prospectus), while 'SHA' is more focused on the resulting change in capital structure. Since this is the final pricing document for the offer, 'CAP' is slightly more encompassing of the financing activity described. However, the definition for SHA is 'Announcement regarding new share issues, stock splits, or other capital changes.' The document is fundamentally about the issue of 33,333,333 New Shares. Therefore, SHA is the most precise fit for the core action described (issuance of new shares as part of an offer). I will classify it as SHA, recognizing the strong overlap with CAP.
2021-04-21 English

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